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Portfolio (Quarterly) Guide ↗

COMMERCE BANK

· CIK 0001009076
13F Portfolio $20.7B AUM 2,449 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New 700 Added 341 Reduced 53 Exited
Page 31 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CFR CULLEN FROST BANKERS INC Financial Services 11,781.0 $1.6M 0.01% -80.0 -0.7% $137.08 +1.4%
602 STE STERIS PLC Healthcare 7,295.0 $1.6M 0.01% +680.0 +10.3% $221.13 -2.3%
603 LIBERTY LIVE HOLDINGS INC 17,074.0 $1.6M 0.01% $94.11
604 ZS ZSCALER INC Technology 11,371.0 $1.6M 0.01% +3K +28.2% $140.29 +24.3%
605 SF STIFEL FINL CORP Financial Services 21,406.0 $1.6M 0.01% +6K +38.8% $73.92 -1.1%
606 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 21,136.0 $1.6M 0.01% +3K +18.3% $74.38 -32.5%
607 BN BROOKFIELD CORP Financial Services 38,778.0 $1.6M 0.01% +26K +209.3% $40.47 +12.3%
608 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 20,604.0 $1.6M 0.01% -10K -33.7% $76.16 +10.9%
609 GL GLOBE LIFE INC Financial Services 11,068.0 $1.5M 0.01% +4K +65.7% $139.17 +12.5%
610 QUAL ISHARES TR 7,849.0 $1.5M 0.01% +3K +71.2% $191.81 +10.9%
611 IDA IDACORP INC Utilities 10,511.0 $1.5M 0.01% -410.0 -3.8% $142.97 -1.0%
612 SGOV ISHARES TR 14,925.0 $1.5M 0.01% -1K -7.8% $100.66 -0.1%
613 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 21,043.0 $1.5M 0.01% +806.0 +4.0% $71.18 -9.6%
614 IYH ISHARES TR 23,969.0 $1.5M 0.01% +2K +9.1% $61.64 +1.1%
615 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 21,224.0 $1.5M 0.01% +635.0 +3.1% $69.19 -6.2%
616 MELI MERCADOLIBRE INC Consumer Cyclical 848.0 $1.5M 0.01% +28.0 +3.4% $1729.02 -3.0%
617 IUSG ISHARES TR 9,414.0 $1.5M 0.01% -57.0 -0.6% $155.11 +20.3%
618 BRBR BELLRING BRANDS INC Consumer Defensive 90,722.0 $1.5M 0.01% $16.09 -43.8%
619 WY WEYERHAEUSER CO Real Estate 59,735.0 $1.5M 0.01% $24.43 -4.9%
620 ATO ATMOS ENERGY CORP Utilities 7,882.0 $1.5M 0.01% +238.0 +3.1% $184.72 -3.9%
Page 31 of 66  ·  1,310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.0%
Financial Services 16.3%
Industrials 12.8%
Communication Services 9.7%
Healthcare 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 5.8%
Energy 4.7%
Utilities 3.0%
Real Estate 1.0%